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117 points LordAtlas | 1 comments | 07 Dec 25 16:43 UTC | HN request time: 0s | source

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blibble ◴[07 Dec 25 18:15 UTC] No.46183724[source]▶

I don't see how nvidia come out of this stronger

their huge customers will be able to produce ASICs hat will be faster and cheaper to operate than their GPUs

jensen has to be the luckiest man in the world, first crypto, now "AI"

vb-8448 ◴[07 Dec 25 18:23 UTC] No.46183797[source]▶

Nvidia is the Cisco of .com ... cisco still exists, and it's doing pretty well.

1. cr125rider ◴[07 Dec 25 18:43 UTC] No.46183954[source]▶

I forgot they bought Splunk. Enterprises love shoveling money into that fire pit

The AI wildfire is coming. it's going to be painful and healthy